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Name Holding Trade Value Shares
Change 		Change in
Stake
MP
1401
Moment Partners
California
$407K +$443K +972 New
RWM
1402
Rockline Wealth Management
New York
$407K – – –
DAS
1403
Diversify Advisory Services
Utah
$404K -$61.5K -135 -12%
PCH
1404
PGIM Custom Harvest
New Jersey
$398K +$52.4K +115 +14%
MCCP
1405
Mission Creek Capital Partners
California
$397K -$18.2K -40 -4%
NB
1406
Nicolet Bankshares
Wisconsin
$397K +$5.47K +12 +1%
TWA
1407
Tandem Wealth Advisors
Arizona
$394K +$22.3K +49 +5%
CFO
1408
CVA Family Office
Colorado
$391K +$37.8K +83 +10%
TA
1409
TFB Advisors
Kansas
$390K +$6.38K +14 +2%
RCG
1410
Regatta Capital Group
California
$390K -$2.73K -6 -0.6%
THCM
1411
Taylor Hoffman Capital Management
Virginia
$389K – – –
LA
1412
Lifeworks Advisors
Michigan
$389K -$46K -101 -10%
MWPCG
1413
Measured Wealth Private Client Group
New Hampshire
$389K – – –
KA
1414
Klingman & Associates
New York
$389K +$12.8K +28 +3%
1WA
1415
180 Wealth Advisors
Washington
$387K -$23.2K -51 -5%
W
1416
Wealthquest
Ohio
$385K -$21K -46 -5%
HWMO
1417
Heritage Wealth Management (Ohio)
Ohio
$384K – – –
GC
1418
Grimes & Company
Massachusetts
$383K +$18.2K +40 +5%
LWL
1419
Leo Wealth LLC
Texas
$383K +$13.2K +29 +3%
HPM
1420
Hoxton Planning & Management
West Virginia
$383K -$31.9K -70 -7%
BFW
1421
Brady Family Wealth
Missouri
$382K +$4.1K +9 +1%
TTWM
1422
TCV Trust & Wealth Management
Virginia
$382K – – –
RAG
1423
RIA Advisory Group
Iowa
$382K +$416K +912 New
TIA
1424
Tiemann Investment Advisors
California
$382K – – –
BAM
1425
Berkshire Asset Management
Pennsylvania
$381K -$95.7K -210 -19%
55 56
57
58 59